We work with individuals and their families, managing taxable investment accounts, IRAs, trusts, and self-directed retirement plans. We also work with our client's outside advisors on issues such as: investments in real estate, estate planning, taxes, and insurance.

We work with company fiduciaries in need of discretionary investment management for their employer sponsored retirement plans. These include profit-sharing plans, defined benefit plans, and self-directed 401(k) and SEP plans.

We work with foundation and endowment boards to develop and implement a customized investment policy that will provide the current income required to meet spending requirements, as well as, the capital appreciation considered necessary to continue to grow principal.